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Portfolio (Quarterly) Guide ↗

Key Capital Management, INC

· CIK 0002107249
13F Portfolio $194M AUM 726 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 726 New
Page 15 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 UPS UNITED PARCEL SVCS INC Industrials 147.0 $16K 0.01% NEW $107.50 -3.1%
282 IAU ISHARES GOLD TR Financial Services 209.0 $16K 0.01% NEW $75.51 +10.9%
283 SMG SCOTTS MIRACLE-GRO CO Basic Materials 229.0 $16K 0.01% NEW $68.11 -12.2%
284 GSIE GOLDMAN SACHS ETF TR 336.0 $15K 0.01% NEW $45.70 +4.7%
285 LRGF ISHARES TR 202.0 $15K 0.01% NEW $75.63 +3.6%
286 HBAN HUNTINGTON BANCSHARES INC Financial Services 861.0 $15K 0.01% NEW $17.73 -5.9%
287 OMF ONEMAIN HLDGS INC Financial Services 250.0 $15K 0.01% NEW $60.97 +2.4%
288 GEM GOLDMAN SACHS ETF TR 292.0 $15K 0.01% NEW $52.00 -1.5%
289 KLAC KLA CORP Technology 50.0 $15K 0.01% NEW $301.72 -41.9%
290 FITB FIFTH THIRD BANCORP Financial Services 267.0 $15K 0.01% NEW $56.37 -4.6%
291 XEMD BONDBLOXX ETF TRUST 334.0 $15K 0.01% NEW $44.92 -1.0%
292 MUNI PIMCO ETF TR 285.0 $15K 0.01% NEW $52.60 -1.9%
293 OKE ONEOK INC NEW Energy 172.0 $15K 0.01% NEW $86.94 +10.4%
294 SBRA SABRA HEALTH CARE REIT INC Real Estate 763.0 $15K 0.01% NEW $19.51 +4.5%
295 VOOG VANGUARD ADMIRAL FDS INC 180.0 $15K 0.01% NEW $82.62 +1.6%
296 HYG ISHARES TR 182.0 $15K 0.01% NEW $79.97 -0.2%
297 PAYH ELEVATION SERIES TRUST 578.0 $14K 0.01% NEW $24.78 +2.8%
298 TRIN TRINITY CAP INC Financial Services 794.0 $14K 0.01% NEW $17.89 +4.1%
299 EFAV ISHARES TR 161.0 $14K 0.01% NEW $87.71 +7.3%
300 ORCL ORACLE CORP Technology 95.0 $14K 0.01% NEW $146.55 +1.7%
Page 15 of 37  ·  726 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.1%
Technology 28.1%
Consumer Cyclical 9.1%
Healthcare 5.8%
Consumer Defensive 5.7%
Communication Services 4.8%
Industrials 3.8%
Real Estate 3.5%
Energy 2.8%
Utilities 1.1%